Meridian Financial Partners LLC
Annual return
—
SPY
—
Alpha
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Invested
$263.1M
Holdings
120
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Q1 2026: Sold 83.2% (43.5k → 7.3k shares)
10.1%
02
$JMEE
J P MORGAN EXCHANGE TRADED F
Q1 2026: Exited (was 326.8k shares)
8.7%
03
$DGRO
ISHARES TR
Q1 2026: Exited (was 371.2k shares)
8.6%
04
$IVLU
ISHARES TR
Q1 2026: Exited (was 330.6k shares)
5.4%
05
$IWY
ISHARES TR
Q1 2026: Exited (was 38.5k shares)
4.0%
06
$AAPL
APPLE INC
Q1 2026: Sold 32.6% (36.4k → 24.6k shares)
3.6%
07
$IDEQ
LAZARD ACTIVE ETF TR
Held since at least Q1 2024
3.0%
08
$IVV
ISHARES TR
Q1 2026: Exited (was 10.8k shares)
3.0%
09
$JPST
J P MORGAN EXCHANGE TRADED F
Q1 2026: Exited (was 119.0k shares)
2.1%
10
$XOM
EXXON MOBIL CORP
Q1 2026: Sold 80.5% (29.9k → 5.8k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 14:29 UTC.